UGA Product Onboarding US Associate

UBS; New York (NY); On-site; USD 135,000 - 165,000; Full time

Job summary

UBS is seeking a senior Onboarding Lead for the Wealth Management Americas platform in New York. You will direct onboarding strategy for alternative investment products, manage a team, and partner with product, technology, legal, and external fund partners to ensure launch readiness.

The role emphasizes scalable operating models, risk controls, and continuous process improvement across a broad stakeholder network.

Qualifications

• 5+ years of experience in alternative investments, operations, transactional processing and/or wealth management operations.
• Bachelor’s degree in business, finance, economics or related discipline
• Proven leadership experience, including team management, coaching and performance development
• Strong understanding of alternative investment products and the operational processes required to support onboarding and launch readiness
• Experience working across a broad stakeholder group, including business, operations, technology, legal, compliance and external providers
• Demonstrated ability to lead process improvement initiatives and implement scalable operating models
• Strong analytical and problem-solving skills, with sound judgment and attention to detail
• Effective communication and influencing skills, with the ability to build credibility across functions and levels of seniority
• Strong ownership and accountability mindset, with ability to manage multiple priorities in a fast-paced environment
• Advanced skills in Excel, Word and SharePoint
• Curious about how AI can improve workflows with responsible use

Responsibilities

• Lead the onboarding strategy and execution for new alternative investment products and fund administrators across the UBS Wealth Management Americas platform
• Manage and develop a team responsible for end-to-end onboarding execution, escalation management and ongoing process improvement
• Drive a scalable operating model that supports business growth, strengthens controls and improves time to market
• Partner with Product Structuring, Alts Capabilities, Technology, Legal, Compliance and external fund partners to support launches
• Act as an escalation point for complex onboarding matters and resolve issues timely
• Identify opportunities to improve efficiency, standardization and transparency across onboarding processes
• Maintain strong relationships with fund companies, administrators and strategic partners
• Ensure onboarding activities align with regulatory, operational and risk requirements
• Contribute to broader strategic initiatives that support the continued development of the alternatives platform

Skills

Leadership

Onboarding

Alternative investments

Operations

Stakeholder mgmt

Excel

Communication

Problem solving

AI awareness

Education

Bachelor's degree

Tools

SharePoint

MS Word

Job description

Your role

Do you have deep experience in alternative investments, platform onboarding and operational leadership? Are you able to lead a team, drive strategic initiatives and deliver a high-quality onboarding experience across a complex stakeholder landscape? We’re looking for somebody to:

• lead the onboarding strategy and execution for new alternative investment products and fund administrators across the UBS Wealth Management Americas platform
• manage and develop a team responsible for end-to-end onboarding execution, escalation management and ongoing process enhancement
• drive a scalable operating model that supports business growth, strengthens controls and improves time to market
• partner closely with Product Structuring, Alts Capabilities, Technology, Legal, Compliance and external fund partners to support successful product launches
• act as an escalation point for complex onboarding matters and resolve issues in a timely and effective manner
• identify and implement opportunities to improve efficiency, standardization and transparency across onboarding processes
• maintain strong working relationships with fund companies, administrators and other strategic partners
• ensure onboarding activities are aligned with regulatory, operational and risk requirements
• contribute to broader strategic initiatives that support the continued development of the alternatives platform

Your team

UGA provides alternative investment solutions for high-net-worth clients of UBS Wealth Management US. WM US Alternative Investments business has over $90 billion in assets under control across hedge funds, private equity, private credit, real estate, REITs, BDCs, exchange funds and managed futures. Products range from privately placed offerings to registered public offerings like REITs/BDCs.
The UGA Product Onboarding team is responsible for onboarding funds and administrators to the UBS WMA platform and managing the operational framework that supports launch readiness and ongoing platform support. The team works closely with internal stakeholders and external partners to deliver consistent onboarding experience and support strategic growth across the business.

Your expertise

• Ideally 5+ years of experience in alternative investments, operations, transactional processing and/or wealth management operations, preferably at a fund, administrator or another broker dealer/bank platform.
• Bachelor’s degree in business, finance, economics or related discipline
• proven leadership experience, including team management, coaching and performance development
• strong understanding of alternative investment products and the operational processes required to support onboarding and launch readiness
• experience working across a broad stakeholder group, including business, operations, technology, legal, compliance and external providers
• demonstrated ability to lead process improvement initiatives and implement scalable operating models
• strong analytical and problem-solving skills, with sound judgment and attention to detail
• effective communication and influencing skills, with the ability to build credibility across functions and levels of seniority
• strong sense of ownership and accountability, with the ability to manage multiple priorities in a fast-paced environment
• advanced skills in Excel, Word and SharePoint
• you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers .

Salary information

The indicative gross base salary range as a full-time equivalent role:

• United States - New York - New York min USD 135000 - max USD 165000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits . We may, at our sole discretion, provide additional variable compensation or awards.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Contact Details

UBS Business Solutions SA
UBS Recruiting

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.